Creating a Custom Role for the Integration in NetSuite
The latest version of the SuiteProjects Pro SRP Integration (Bundle ID 369637) bundle creates the “SuiteProjects Pro Integration Administrator” custom role for the integration. The SuiteProjects Pro Integration Administrator role includes all the permissions required for the integration. You can edit the SuiteProjects Pro Integration Administrator role or create your own custom role for the integration, if required.
To create a custom role for the Integration in NetSuite:
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Sign in to NetSuite as an account administrator.
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Go to Setup > Manager Users & Roles > Manager Roles and create a new role.
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Do not add any restrictions to the header portions.
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On the Permissions tab, set the appropriate permissions for the integration role. For a list of the required permissions and minimum permission levels, see NetSuite Permissions Required for the Integration. For a non-exhaustive list of optional permissions that can be set for the integration role, see Optional NetSuite Permissions for the Integration.
For more information about creating or modifying custom roles in NetSuite, see Customizing or Creating NetSuite Roles (External link to NetSuite SuiteAnswers | Answer ID: 9896).
NetSuite Permissions Required for the Integration
The following table lists the NetSuite permissions that are required for the integration with the level for each permission indicated in parentheses. The “SuiteProjects Pro Integration Administrator” role created by the SuiteProjects Pro SRP Integration (Bundle ID 369637) bundle includes the permissions listed below. When creating a custom role for the integration, set all the following permissions and permission level at a minimum.
|
Transactions |
Lists |
Setup |
Custom Record |
|---|---|---|---|
|
Sales Order (Full) |
Clients (Full) |
Accounting Lists (full) |
Features and Preferences (Full) |
|
Credit Memo (Full) |
Contacts (Full) |
Certificate management (Full) |
SuiteProjects Pro: Exchange Rate Setting (Full) |
|
Currency Revaluation (Full) |
Currency (Full) |
Enable Features (Full) |
SuiteProjects Pro: Exchange Rates (Full) |
|
Expense Report (Full) |
Custom Record Entries (Full) |
Log in using OAuth 2.0 Access Tokens |
SuiteProjects Pro: List User Vendor (Full) |
|
Finance Charge (Full) |
Documents and Files (Full) |
OAuth 2.0 Authorized Applications Management |
SuiteProjects Pro: Project Templates (Full) |
|
Find Transaction (Full) |
Employees (Full) |
OIDC Provider Setup |
SuiteProjects Pro: User Tax Nexus Type (Full) |
|
Invoice (Full) |
Expense Categories (Full) |
SuiteBundler (Full) |
— |
|
Journal Approval (Full) |
Items (Full) |
SuiteScript (Full) |
— |
|
Make Journal Entry (Full) |
Projects (Full) |
SuiteSignOn (Full) |
— |
|
Posting Period on Transactions (View) |
Vendors (Full) |
User Access Tokens (Full) |
— |
|
Purchase Order (full) |
— |
Web Services (Full) |
— |
Optional NetSuite Permissions for the Integration
The following table lists some of the NetSuite permissions that can be used with the integration with the level for each permission indicated in parentheses. The list is provided for illustration purposes only, and is not exhaustive.
Some role permissions may have an undesirable effect on the integration. For example, SuiteProjects Pro transactions may be posted to a closed accounting period in NetSuite if the “Override Period Restrictions” role permission is enabled for the authenticated user.
|
Transactions |
Lists |
Setup |
Custom Record |
|---|---|---|---|
|
Bills (Full) |
Business Areas (View) |
Accounting Preferences (Full) |
Functional Area (Full) |
|
Cash Sale (View) |
Customers (Full) |
Allow JS / HTML Uploads (Full) |
LCCI (Full) |
|
Customer Deposit (View) |
Employee Record (Full) |
Custom Body Fields (View) |
SuiteProjects Pro: Cost Center (Full) |
|
Customer Payment (View) |
Engagement Tasks (Full) |
Custom Column Fields (View) |
SuiteProjects Pro: Prog/Proj Stages (Full) |
|
Invoice Approval (Full) |
Engagements (Full) |
Custom Entity Fields (View) |
SuiteProjects Pro: Project Rate Card (Full) |
|
Pay Bills (View) |
MRUs (View) |
Custom Fields (View) |
SuiteProjects Pro: Project Stages (Full) |
|
Revenue Arrangement (Full) |
Revenue Recognition Schedules (Full) |
Custom Item Fields (View) |
Profit Center (Full) |
|
Track Time (Full) |
Subsidiaries (View) |
Custom Lists (View) |
— |
|
— |
— |
Other Lists (Full) |
— |
|
— |
— |
Set Up Company (Full) |
— |